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PSA

PSA
Formerly Upland PSA

Overview

What is PSA?

Upland PSA helps professional services teams grow their business.

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Recent Reviews

TrustRadius Insights

Tenrox is a versatile software that is used in a wide range of industries and departments. Users rely on Tenrox for various tasks such as …
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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 per month
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Product Details

What is PSA?

Upland PSA is professional services automation software that helps services teams manage profit margins from bid to close and deliver brilliant results for every client. Customers around the world use Upland PSA to streamline business operations for time and expense management, resource management, project financials, and project management so they can drive revenue growth for the services they offer.

PSA Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Upland PSA helps professional services teams grow their business.

PSA starts at $15.

Abak 360, Certinia PS Cloud, and OpenAir PSA are common alternatives for PSA.

The most common users of PSA are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(18)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Tenrox is a versatile software that is used in a wide range of industries and departments. Users rely on Tenrox for various tasks such as manual inputting of hours worked on contracts, resource management, project time tracking, as well as automating the capture of time-data for audits. The software also serves as a billing tool, allowing users to track billable hours and expenses, project totals, and project profitability. With its ability to integrate with Microsoft Project, teams can seamlessly input their hours worked on tasks and update the project plan. Tenrox is also utilized for monitoring project activity against budgets, meeting resource planning needs, and reconciling actual hours worked on specific projects or O&M tasks. Its flexibility and features make it an essential tool for many organizations, providing insights into team utilization across all departments.

Timesheet pre-population: Many users appreciate that Tenrox pre-populates timesheets with employee's assigned contracts, giving them control over what is included. This feature has been praised by several reviewers for saving time and ensuring accuracy in time tracking.

Seamless integration with payroll providers: The seamless integration of Tenrox with payroll providers is highly regarded by users. Reviewers have mentioned that timesheets export well, making the process of transferring data to payroll systems efficient and error-free.

Email reminder system for timesheet submission: Users highly regard the email reminder system in Tenrox for timesheet submission and approval. Several reviewers have mentioned that this feature helps to ensure timely completion of timesheets, reducing delays and improving overall productivity.

  1. Inconsistent Functionality: Several users have expressed frustration with the inconsistent and unreliable functionality of the software. They have mentioned that certain features do not work as expected or are prone to errors and glitches.

  2. Compatibility Issues: Many users have encountered compatibility issues with the software, particularly when it comes to system requirements and customizations. Some reviewers have complained about being stuck with a 5-year-old product that only works on Internet Explorer in compatibility mode.

  3. Poor Customer Service: A significant number of users have reported dissatisfaction with the customer service provided by the company. They feel frustrated by the need to schedule phone conferences for assistance that does not actually help them resolve their issues, leading to a lack of support and guidance from the company's side.

Based on user reviews, Upland PSA is highly recommended for automating daily project management processes and effectively tracking financials. Users also suggest considering Upland PSA as a centralized source for maintaining financials and project documents. However, it is mentioned that Upland PSA may restrict the use of currencies for a single project.

Tenrox is recommended as a cost-effective fully functional PSA solution that organizations should consider adding to their shortlist. It is particularly recommended for mid-sized organizations looking to solve project management issues, with users mentioning good support and customer care. Users suggest exploring the efficiency and power of Tenrox for long-term benefits in automating project management services.

Tenrox is also praised for its suitability for larger companies to submit and track employee time. However, users mention the need for an updated interface and modern features. Tenrox is recommended for organizations that require complex functionality, flexibility, and scalability, with an emphasis on the importance of knowing and checking requirements. It is suggested that the administrator of Tenrox should have project management knowledge to provide better support to users.

Users highly recommend Tenrox solutions for businesses of all sizes, highlighting the professionalism and willingness to help from the Tenrox team. When choosing a tool like Tenrox, users recommend considering the ease of use and potential cost of user support, as good support is provided. Tenrox is also recommended as an easy-to-implement project management tool that is worth trying.

For employee usage, it is suggested to consider a tool with a more intuitive interface to minimize administrative tasks. Tenrox may initially appear intimidating, but it allows for gradual learning and module addition, leading to better and easier-to-use solutions. Users highly praise the experience of using Tenrox for professional services operations, mentioning the smooth UI experience and tailoring capabilities.

While Tenrox may not have a visually appealing interface, it is still recommended due to its great capabilities and customization options. However, users caution about the difficulty of changing paths once chosen.

In addition, it is recommended that the software should have support in multiple continents for 24-hour coverage. Users suggest understanding the goals before selecting the product and having a dedicated administrator and established procedures and policies in place. Although there may be a long implementation process, overall success is mentioned. Users also advise doing a demo, asking specific questions, and conducting a thorough test-drive of the product to ensure smooth processes.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tenrox is being used for timekeeping and expense reporting against projects. We use Tenrox as a billing software mainly. Tenrox is one of three systems that we have to use and was chosen to be implemented when the previous Access Database reached capacity. It is being used across all of one of the divisions of our company, and I am currently evaluating the needs to be able to add another division. We are able to track employee billable hours, project totals, project profitability, and avoid lost billable time/expenses with the reporting abilities offered in Tenrox.
  • User interface on time entry is simple to use.
  • Reporting abilities are basically unlimited. If you put the information in to Tenrox, there is a way to report on it.
  • Customer Service/Support not only at implementation but even after [becoming] an established user.
  • Simple to set up new clients/projects/billing rules/rates/tasks/users/etc.
  • The expense user interface and entry is not simple to use.
  • I would like to see all entries needed by a user if multiple licensing features are purchased to be available at one screen. For example, if you have time and expense licenses in Tenrox, then the user can make entries for both features on the same screen.
  • Ability to report on time and expense on the same reports without having to pay Tenrox for a custom report. You can only report on time or on expense. To get the information on one combined report, you have to have a custom report created.

We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).

With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.

  • Tenrox enabled our company to continue to grow at an extremely high rate of speed and keep up with the payroll and invoicing needs that were changing along the way. We were in a manual system for processing previously with about 75 employees total and more than doubled in 6 months which made our process very difficult.
  • Tenrox provided reporting to track charges that were not being billed that could be, allowed us to change the way employees entered billable and non-billable time, improved efficiency of administrative team and project managers.
  • Tenrox allows us to provide detailed work reports for our clients to show description of services provided by running a single report over a given amount of time without having to keep hand written files that provided the same information previously.
Journyx was another option for us when we started looking to transition to a web-based system. Journyx is a very similar product to Tenrox and offers very similar perks.

Kronos is the system we use for payroll, as set by our corporate office. We have looked into configuring Kronos to be used as we use Tenrox now. We did not look into Kronos at the time of choosing Tenrox, only afterwards has it been suggested by our corporate office. I do not prefer the user interface we have in Kronos currently, but I have not seen what it would look like if it were transformed to how we use Tenrox.

The main thing with all of the systems: evaluating which one to choose is that we have the same issues with all of them. None of them completely contain all of our scenarios or produce ideal results. We felt that Tenrox was the one I could best set up from the beginning in development to get the closest to meet the biggest part of our needs. We were only adding one user group and office at that time. I have since expanded to include two additional office locations for all of our division.


We have users in working remotely in the field across the country entering time and billable entries in Tenrox. We have 4 locations of office staff entering time and billable entries. We also have payroll processing and invoice processing, project managers, executives at the 4 office locations. We use Tenrox for a lot of reporting at many different levels. We have 22,211 projects in Tenrox (from the last 4 years for those 4 office locations), with 434,680 tasks.
I am the only person that knows Tenrox in and out for our organization. I use Tenrox support as needed. (maybe 5-10 support cases a year)
You need people that can fully understand what it is that your company does from all aspects of the business start to finish to really make Tenrox flow as it should.
  • Tenrox removed the need for so much manual entry for payroll and billing that were being done previously.
  • The fact that Tenrox can be used by all of our users all over the country in any area is a huge plus.
  • Tenrox allows for many different reports to be able to be created depending on what any given user needed to see.
  • We are required to use an in-house invoice system (web interface-access database) by our corporate office. We export our invoice data from Tenrox to import to that system so that it is easy to track the information and still remove a large portion of the manual entry we had before.
  • Our corporate office requires us to use Kronos for actual punch in/out, time off, time keeping software for payroll purposes. We are able to generate reports from Tenrox to capture the data from remote users to send to corporate for payroll processing through Kronos.
  • Project Management
  • Service Automation to combine some of the steps we manually take at this point still
It is out of my control. My corporate office could develop a system to combine Tenrox and the in-house system in order to have it all in the same place and no longer be going back and forth between the two. If they create a system that works and can be used by all users in all locations without issues, then we would not be able to use Tenrox any longer.
Yes
We replaced a custom designed Microsoft Access database that a previous employee had created and no one else knew how to edit or how it was configured. The database grew too large for the amount of information we were needing to continually add to it and began corrupting itself. Tenrox became a necessity. We also had more than doubled in size (one office) and the amount of manual entry had dramatically increased into the Access database for invoicing. It was not longer the most efficient method.
  • Price
  • Product Features
  • Positive Sales Experience with the Vendor
Since we had been entering information manually from excel timesheets and expense reports previously into an Access database (started at about 25 employees and grew to 100 employees in a year then doubled again in 6 months), the fact that Tenrox removed the manual entry and possible human error was a huge bonus. We also had expanded to more remote areas and Tenrox allowed our users to enter the time directly into a system without needing to email in a bunch of files/documents each week for payroll and invoicing.
We did not have a lot of input from other offices or areas of our company when we had to make the decision to move forward with Tenrox. If able to do it again, it would be nice to have the ability to really dive into all of the options it has available out of the box (without special customization).
  • Implemented in-house
Yes
Once development was complete with Tenrox, I implemented Tenrox to a defined group of users that would enter time for different areas of work on different types of projects to work out any questions that would potentially arise as we added more users to the system. Then, after a few weeks passed, we slowly added in more users every few weeks until we had all users in our local office added. The group we were moving to Tenrox included users in remote locations of this state and other states. I traveled to those locations and held training sessions with those users. They all began using Tenrox within the first six months development was complete. We added a total of 250 users over the first year.
Change management was minimal
We did not experience much, if any, change management in the transition to Tenrox. We just applied Tenrox to our current processes and kept moving forward. The main thing that changed with Tenrox was the way in which employees entered billable time and expenses. The project management steps and role was already defined before Tenrox was implemented.
  • Maintaining the current invoicing and system while developing and implementing a new one and avoiding duplication of information in both systems.
  • The version of Tenrox when we had implementation was not as user friendly as the current version is so training some of our personnel with far less computer skills was difficult and slow.
The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
A user had accidentally deleted all of our custom reports for payroll processing on a Monday morning, as we were trying to process payroll on a pay week. Support was able to get the original files and get them loaded into our environment in record time to keep us from experiencing too much downtime (to our own fault) and allow us to complete payroll on schedule.
  • Time Entry
  • New User creation
  • Project Creation
  • Client Creation
  • Work Type Creation
  • Billing Rules
  • Creating AdHoc reports
  • Running Reports
  • Expense Entry
  • Reporting on time and expense on same report
Yes, but I don't use it
I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability.
If the expense entry process could be improved completely, it would greatly improve the usability as well.
Everything else within Tenrox, makes everything very user friendly.
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